Oxinas Partners Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Oxinas Partners Wealth Management’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.91M	Buy	112,861 +1,669	+2%	+$72.7K	1.93%	16
2026 Q1	$4.83M	Buy	111,192 +5,176	+5%	+$228K	2.21%	11
2025 Q4	$4.67M	Buy	106,016 +3,610	+4%	+$160K	2.25%	12
2025 Q3	$4.53M	Buy	102,406 +6,063	+6%	+$265K	2.43%	11
2025 Q2	$4.2M	Buy	96,343 +2,450	+3%	+$105K	2.16%	11
2025 Q1	$4.08M	Sell	93,893 -9,583	-9%	-$414K	2.41%	9
2024 Q4	$4.44M	Buy	103,476 +10,334	+11%	+$451K	2.6%	11
2024 Q3	$4.16M	Buy	93,142 +11,252	+14%	+$497K	2.55%	11
2024 Q2	$3.52M	Buy	81,890 +25,461	+45%	+$1.09M	2.34%	8
2024 Q1	$2.45M	Buy	56,429 +8,359	+17%	+$363K	1.59%	20
2023 Q4	$2.12M	Buy	48,070 +450	+0.9%	+$19K	1.5%	22
2023 Q3	$1.98M	Buy	47,620 +4,847	+11%	+$206K	1.47%	23
2023 Q2	$1.84M	Buy	+42,773	New	+$1.86M	1.21%	26

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oxinas Partners Wealth Management's AGGY Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.5% in Q2 2026, buying an estimated $72.7K and bringing the position to 112,861 shares worth $4.91M. The position accounts for 1.93% of the portfolio, ranked #16.

Oxinas Partners Wealth Management first reported a position in AGGY in Q2 2023 and has held it in 13 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Oxinas Partners Wealth Management held 112,861 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $4.91M as of Q2 2026.
Oxinas Partners Wealth Management bought 1,669 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $72.7K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 1.93% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #16 holding.
Oxinas Partners Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2023 and has held it in 13 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.